Financial Advisor - Ataraxis Wealth Management ORL

Ataraxis Wealth Management, a subsidiary of Northwestern Mutual, is seeking Financial Advisors to help clients achieve financial security through personalized financial planning. The role involves building a clientele, educating clients on financial products, and taking ownership of business development and management.

Responsibilities

• Build—Work to build a clientele by growing trustworthy relationships with your network and develop knowledge of financial products and market trends
• Educate—Educate yourself beyond training through sponsored licensing, registration, and ongoing development. Use assistive software, reporting tools, and illustrations to teach clients about financial planning options
• Influence— Present clients with the opportunity to protect and prosper, you will drive clients to action through honest influence and recommendations
• Own—Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimum advice for your clients’ needs. You are in business for yourself but not by yourself!

Skills

• 4-year degree; or equivalent professional work experience
• Prior sales and/or business experience
• Entrepreneurial ambitions
• Experience building meaningful relationships
• Interpersonal skills for success in client-facing roles
• Excellent time-management skills
• Desire for continuous learning
• Legal authorization to work in the US without sponsorship
• Must be located in Greater Tampa Bay Area or intending to move there

Benefits

• Commission structure to support early development
• Renewable income
• Bonus programs and expense allowances
• Support for insurance licensing, SIE, Series 6, Series 63, CFP®, and more
• Retirement Package and Pension Plan
• Medical, Dental, Vision, Life Insurance and Disability Income Insurance
• Family Planning

Company Overview